Quick Add trips

Use Quick Add to add multiple trips to your proposal at once. Alternatively, you can add trips to PBS elements one by one, but you'll save more time with Quick Add.

  1. On the Estimates page, select a PBS element. If it has trips already, they will appear in the estimates grid to the right.
  2. Above the grid, click AddQuick AddTrips.
  3. Enter each trip's information in a separate row.
    • An asterisk in a column name means that the information is required.
    • If you're unsure what to enter, see the following table to learn more.
  4. Click Create Trips.
WBS* Select the PBS element that the trip will be added to.
Name* Enter a unique name for the trip.
Destination* Select a trip destination from the proposal's travel rate table.
Resource Select a resource if you need to change the one already assigned to the destination in the proposal's travel rate table. Every destination must have a resource. The resource's indirect rates will be applied to the destination's travel expenses.
Indirect Pool Select an indirect pool from the proposal's indirect rate table. This is the pool of indirect rates for the destination's resource.
Resource Fields Any custom resource fields in your proposal will appear as separate columns. Use them to enter additional information about the resource.
Delete To remove rows of information, select the rows, then click Delete.
Click the Download Excel Template button to get an empty spreadsheet with the same Quick Add columns. Once you've filled the template in, you can paste everything from there in the Quick Add window.